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TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$708M
AUM Growth
+$42.8M
(+6.4%)
Holding
1,245
Top Buys
| 1 | +$5.5M | |
| 2 | +$3.7M | |
| 3 | +$3.53M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$3.36M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$3.1M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$4.76M | |
| 3 | +$4.1M | |
| 4 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$4.02M |
| 5 |
Innovator US Small Cap Power Buffer ETF July
KJUL
|
+$2.64M |
Sector Composition
| 1 | Financials | 4.43% |
| 2 | Technology | 4.08% |
| 3 | Healthcare | 2.68% |
| 4 | Consumer Discretionary | 2.47% |
| 5 | Industrials | 1.82% |